BKM Wealth Management’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

BKM Wealth Management’s Portfolio JPEM Stock Details JPEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.1M	Buy	33,126 +11,688	+55%	+$759K	0.68%	40
2026 Q2	$1.35M	Sell	21,438 -10,388	-33%	-$671K	0.48%	61
2026 Q1	$1.98M	Buy	31,826 +1,520	+5%	+$97K	0.72%	44
2025 Q4	$1.84M	Buy	30,306 +10,039	+50%	+$603K	0.67%	43
2025 Q3	$1.2M	Buy	20,267 +1,424	+8%	+$82.3K	0.44%	63
2025 Q2	$1.06M	Sell	18,843 -2,619	-12%	-$142K	0.42%	66
2025 Q1	$1.13M	Buy	21,462 +1,047	+5%	+$55K	0.47%	61
2024 Q4	$1.06M	Buy	20,415 +465	+2%	+$25.2K	0.43%	61
2024 Q3	$1.13M	Buy	19,950 +2,048	+11%	+$112K	0.46%	63
2024 Q2	$968K	Buy	17,902 +4,786	+36%	+$263K	0.47%	65
2024 Q1	$701K	Buy	13,116 +270	+2%	+$14.3K	0.3%	85
2023 Q4	$672K	Buy	+12,846	New	+$644K	0.29%	82

Other funds holding JPEM

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

BKM Wealth Management's JPEM Position: Q3 2026 in Review

BKM Wealth Management increased its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 55% in Q3 2026, buying an estimated $759K and bringing the position to 33,126 shares worth $2.1M. The position accounts for 0.68% of the portfolio, ranked #40.

BKM Wealth Management first reported a position in JPEM in Q4 2023 and has held it in 12 quarters since. 30 funds tracked by Wall St. Rank hold JPEM as of Q3 2026.

BKM Wealth Management held 33,126 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $2.1M as of Q3 2026.
BKM Wealth Management bought 11,688 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q3 2026, an estimated $759K.
JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.68% of BKM Wealth Management's portfolio in Q3 2026, its #40 holding.
BKM Wealth Management first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2023 and has held it in 12 quarters since.
30 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.